Clients
Pennsylvania Trust serves a diverse client base, delivering wealth management solutions through investment management, fiduciary, and administrative services. Individual and institutional clients include individuals, families, foundations, endowments, and non-profits.
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EXECUTIVE MANAGEMENT
- Richardson T. Merriman
Chairman, President and CEO - George C. McFarland, Jr., Esq.
Executive Vice President
Portfolio Management
Director of Trust and Account Administration - Leslie Gillin Bohner, Esq.
Senior Vice President
Chief Fiduciary Officer - Lee J. Anderson, CFA
Senior Vice President
Chief Information Officer - William H. Haines, IV
Senior Vice President
Director of Client Services - Barbara S. Wood, CPA
Senior Vice President
Chief Financial Officer - Willard N. Woolbert
Senior Vice President
Chief Investment Officer - Henry I. Pass, Esq.
Assistant Secretary to the Board